If you want to offer your registrants the option to purchase additional products or services related to your event, you can use the Shop feature in Visit Create. This feature allows you to create and manage a virtual shop that you can display on your registration forms. You can sell various types of items, such as merchandise, tickets, activities, or bundles of items. You can also organise your items into groups for easier navigation and customization.
Access from Homepage: Select your event > Event > Shop
The shops feature allows you to sell items to your registrants through your registration form.
Design and set up a shop
Shops have several elements:
- Items are the key piece. Visit Create displays them on the shop page on registration forms, for registrants to buy. There are three types of shop item:
- Normal: use this for most items.
- Activity: use this to add an activity item, such as seminars, presentations, workshops etc. See Agenda for more details on how to set up activities in Visit Create.
- Bundle: use this to bundle other items, creating a single shop item comprised of multiple normal and activity items.
- Groups allow you to organise the items into categories.
Work through the steps in the following order:
- Configure shop settings
- Add and edit groups
- Add and edit items (including ticketing products)
- Create a shop
After setting up the shop, the next step is to add it to a registration form. Refer to Add a shop for more information.
Configure shop settings
Access from homepage: Select your event > Event > Shop > Settings
Set up a payment service provider
Provide the following details:
| Setting | Description |
|---|---|
| Live PSP profile / Test PSP profile | Select a PSP profile. Refer to Add payment service providers to set up PSP profiles. |
| Payment period | How long the PSP should wait to receive a registrant’s payment before automatically cancelling their order. |
| Payment profile | This should be the name you used in your payment service provider’s configuration portal. |
| Payment code prefix | This prefix appears in payment reports. |
| Invoicing | Select this to allow invoicing as an alternative payment mechanism. Only use this if you can use the web service to update payment statuses. Contact your account manager for access to the API. |
Shop settings
You can:
- Choose whether prices entered in the shop include or exclude VAT.
- Choose whether to show prices displayed in the shop, cart and checkout including VAT, or excluding VAT.
- Set the shop currency. You must select a PSP profile to be allowed to enable this.
Select Save to apply your settings.
Tax classes
To support even the most complex VAT systems like the Brazilian VAT calculation, we have introduced Tax Classes. Tax Classes allow users to define their own VAT rate (high/low rate etc.) and set the value. All shop items must be linked to a Tax Class and when the Tax Behavior (excluding / including VAT) is changed, this will be reflected on the total price to be paid on an order.
To add a new tax class click the +Add button to the bottom-right corner and enter a name for the tax class, the VAT rate and a description (optional).
You have the option to choose the pre-defined VAT of 21%, or define your own VAT rate.
You can also choose to have a split VAT rate if you click the checkbox at the bottom of the dialog.
You can click the Edit icon to make any changes to an existing tax class, or Delete if you wish to completely remove it.
Add and edit groups
Access from Homepage: Select your event > Event > Shop > Groups
Groups help organise your shop items. They are optional: you can create and display shop items as a single list.
There are two types of group:
- Category: you can use this to sort your shop items. For example, you could have a “Merchandise” category to group all the physical merchandise you sell.
- Seminar track: use this to organise seminars. For example, you could have a “Management” track, a “Technical” track, and so on.
Add a shop group
- Select the Groups tab.
- Select + Add.
- Complete the shop group form. Visit Create uses the Name to display the group in the Visit Create UI, and the Title appears on the registration form’s shop page.
- Select Save.
Edit a shop group
- Select the Groups tab.
- Hover over the group you want to edit.
- Select Edit .
- Change the group settings. Visit Create uses the Name to display the group in the Visit Create UI, and the Title appears on the registration form’s shop page.
- Select Save.
Add and edit items
Access from Homepage: Select your event > Event > Shop > Items
Add an item
- Select the Items tab.
- Select + Add.
- Select the item type. There are three types of shop item:
- Normal: use this for most items.
- Activity: use this to add an activity item.
- Bundle: use this to bundle other items, creating a single shop item comprised of multiple normal and activity items.
- Enter the item settings. Refer to the details for your item type:
- Select Save to add the item and return to the Shop Items list.
Normal item settings
- Provide the following item settings:
| Setting | Description |
|---|---|
| Name | Visit Create uses this name to display the item in the Visit Create interface. Not visible to registrants. |
| Title | Item title. Visit Create displays this on the shop page on the registration form. Visible to registrants. |
| Available from / Available to | Use this to limit when the registrant can purchase the item. |
- Optional: add pricing schemes. Leave this blank if the item is free. Pricing Schemes have the following settings:
| Setting | Description |
|---|---|
| VAT rate, Price (excl. VAT) and Price (incl.VAT) | Enter the VAT rate, and either the price before VAT, or the price including VAT. Visit Create calculates the other price. |
| Name | Enter a name/description for your price item (e.g ‘Early Bird/Regular’) |
| Create New Tax Classes | You can define a VAT rate (e.g. Low / High rate) and link tax classes to specific shop items. Please note: When Tax Behavior is changed, the tax calculation in shop items will be changed as well. The user will first have to confirm the change and, then, the effect will be visible on the total price. This activity can be reviewed in the Account Log. |
| Use shop item as transaction cost | When selected, the item always shows in the shop, and is always selected. The registrant cannot deselect it. |
| Available from / Available to | Visit Create enables these fields when you add more than one pricing scheme. Add more prices to assign start and end dates. The end date of each price is automatically set based on the start date of the next price. |
- Optional: set the item as a ticket item. Leave blank if this is not a ticket.
Ticketing has the following settings:
| Setting | Description |
|---|---|
| Ticketing document | Link to the ticket document. For information on creating documents, refer to Add and configure documents. |
| Usage | Choose between Limited usage (per event), Limited per day, or Unlimited. |
| Number of times | If Limited usage is selected in the previous section, you must also define if the item can be used once or multiple times. |
| Area locations | You have the option to define specific locations where the ticket item grants access. |
| This product grants access to the event | Select this if the item acts as an entrance ticket. |
| + Add dates | Limit ticket validity to a date range. If you do not set this, the ticket is valid for the entire event. |
- Optional: add restrictions. There are two types of restricted items:
- The registrant must select the current item to gain access to these items.
- If the user selects the current item, they cannot select these items.
- Optional: add images. Add or upload item images. You can either select from pre-uploaded Event-level or Organisation-level images – see Add image assets for details, or you can upload new ones by selecting Add image and then the Upload icon .
- Optional: You can assign labels to shop items to help Visit Create recommend visitors those items that best match their profile. Go to Labels for more information on how to add them to your event.
You can also define various availability settings:
| Setting | Description |
|---|---|
| Restrict order quantity | You can define specific item availability. Choose between: Variable, Fixed: 1 per group registrant + main registrant, Fixed: 1 per group registrant, Fixed: 1 per main registrant. Note that the last 3 options require to have Group Registration enabled. |
| Minimum per registrant | If you need to make certain shop items mandatory, you can define a minimum required quantity. Leave the value at 0 if no items should be mandatory. |
| Total available items | Select the Unlimited option if you don’t wish to limit availability, or define the number of items available in your shop. You have the option to display the availability of the item to your registrants if you select the Show availability checkbox, or you can hide it if you uncheck the box. |
| Available from/Available to | Define the availability start/end date and time for your shop item. |
| Time | Enter availability start/end time. |
Activity item settings
Note that activity items must be added in the Agenda section of Visit Create. See Activities for more details.
- Provide the following item settings:
| Setting | Description |
|---|---|
| Name | Visit Create uses this name to display the item in the Visit Create interface. Not visible to registrants. |
| Title | Item title. Visit Create displays this on the shop page on the registration form. Visible to registrants. |
| Description | Item description. Visit Create displays this on the shop page on the registration form. Visible to registrants. |
| Prerequisites | Provide any seminar prerequisites, such as technical knowledge. For example, a coding workshop that requires an intermediate level of a coding language can state that requirement. |
| Groups | Add the item to a group. Refer to Add and edit groups for more information. |
| Restrict order quantity | The default is Variable: range. You can then enter a minimum and maximum number below. |
| Minimum per registrant | Enter the minimum amount of the item that a registrant can have. |
| Total available items | Define the total number of available items. Unlimited is the default option. |
| Available from / Available to | Use this to limit when the registrant can purchase the item. |
2. Optional: add pricing schemes. Leave this blank if the item is free. Pricing Schemes have the following settings:
| Setting | Description |
|---|---|
| VAT rate, Price (excl. VAT) and Price (incl.VAT) | Enter the VAT rate, and either the price before VAT, or the price including VAT. Visit Create calculates the other price. |
| Create New Tax Classes | You can define a VAT rate (e.g. Low / High rate) and link tax classes to specific shop items. Please note: When Tax Behavior is changed, the tax calculation in shop items will be changed as well. The https://help.visitcloud.com/create/wp-content/uploads/sites/2/2022/05/badge-image-1.png will first have to confirm the change and, then, the effect will be visible on the total price. This activity can be reviewed in the Account Log. |
| Available from / Available to | Visit Create enables these fields when you add more than one pricing scheme. Add more prices to assign start and end dates. The end date of each price is automatically set based on the start date of the next price. |
Select Add new scheme to add more price schemes.
4. Optional: add restrictions. There are two types of restricted items:
- The registrant must select the current item to gain access to these items.
- If the user selects the current item, they cannot select these items.
5. Optional: add images. Add or upload item images. You can either select from pre-uploaded Event-level or Organisation-level images – see Add image assets for details, or you can upload new ones by selecting Add image and then the Upload icon .
6. Optional: You can assign labels to shop items to help Visit Create recommend visitors those items that best match their profile. Go to Labels for more information on how to add them to your event.
Bundle item settings
- Provide the following item settings:
| Setting | Description |
|---|---|
| Name | Visit Create uses this name to display the item in the Visit Create interface. Not visible to registrants. |
| Title | Item title. Visit Create displays this on the shop page on the registration form. Visible to registrants. |
| Description | Item description. Visit Create displays this on the shop page on the registration form. Visible to registrants. |
| Groups | Add the item to a group. Refer to Add and edit groups for more information. |
| Minimum per registrant / Maximum per registrant | Enter the minimum and maximum amounts of the item that a registrant can have. |
| Unlimited maximum per registrant | Select to allow registrants to add as many of the item as you want. |
| Unlimited items available | Select if the item quantity is unlimited. |
| Total available items | The number of the item available. |
| Available from / Available to | Use this to limit when the registrant can purchase the item. |
2. Select Bundles > +Add shop item to add items to the bundle.
- Optional: add pricing schemes. Leave this blank if the item is free. Pricing Schemes have the following settings:
| Setting | Description |
|---|---|
| VAT rate, Price (excl. VAT) and Price (incl.VAT) | Enter the VAT rate, and either the price before VAT, or the price including VAT. Visit Create calculates the other price. |
| Create New Tax Classes | You can define a VAT rate (e.g. Low / High rate) and link tax classes to specific shop items. Please note: When Tax Behavior is changed, the tax calculation in shop items will be changed as well. The user will first have to confirm the change and, then, the effect will be visible on the total price. This activity can be reviewed in the Account Log. |
| Available from / Available to | Visit Create enables these fields when you add more than one pricing scheme. |
Select Add new scheme to add more price schemes.
- Optional: add restrictions. There are two types of restricted items:
- The registrant must select the current item to gain access to these items.
- If the user selects the current item, they cannot select these items.
- Optional: add images. Add or upload item images. You can either select from pre-uploaded Event-level or Organisation-level images – see Add image assets for details, or you can upload new ones by selecting Add image and then the Upload icon .
- Optional: You can assign labels to shop items to help Visit Create recommend visitors those items that best match their profile. Go to Labels for more information on how to add them to your event.
Edit an item
- Select the Items tab.
- Hover over the item you want to edit.
- Select Edit .
- Change the item settings. Refer to Add an item for more information about the settings.
- Select Save.
Export, edit and import items
Access from Homepage: Select your event > Event > Shop > Shop Items
You can edit existing items using the export and import feature. You can also create new items using import.
Edit existing items
- Select the Items tab.
- Select Export. Visit Create prepares an .xlsx file listing your shop items.
- When the download is ready, select Download to view the list of available downloads.
- Select Download beside the spreadsheet you want to download.
- Edit the items in the file
- Select Import.
- Select Upload file to find and select the spreadsheet.
- Select Import to upload your items spreadsheet.
Create new items
- Select the Items tab.
- Select Import.
- Select Download to download a template. You can read instructions for how to use the template in the file itself.
- Select Upload file to find and select the spreadsheet.
- Select Import to upload your items spreadsheet.
Create a shop
Access from homepage: Select your event > Event > Shop > Shops
An event can have multiple shops. This allows you to show different purchase options to different registrants.
Add a shop
- Select + Add.
- Enter the following settings:
| Setting | Description |
|---|---|
| Shop name | Visit Create uses this name when displaying the shop within Visit. Users do not see this name. |
| Filter panel | Choose how registrants can filter shop items. The options are: None: no filters. Simple: a search box. Advanced: search box, price slider and other filters. |
| Default view | Choose whether to display the shop items in a list or a grid. |
| Registrants must select at least one shop item | Select this if you need all registrants to purchase at least one item. For example, if the shop includes tickets for the event, and all registrants must purchase a ticket. |
3. Select the items you want to include in the shop. You can choose to only show enabled shop items or select all shop items in the list.
4. Select Save to create the shop and return to the Shops tab.
Edit a shop
- Hover over the shop you want to edit.
- Select Edit .
- Change the shop settings. Refer to Add a shop for more information about the settings.
- Select Save
Set up ticketing
Visit Create assumes that you control access at your event with personalised vouchers and badges. Each visitor gets a voucher with their name on it, which they exchange for a personal badge at the event. Your staff scans the barcode on the badge when a visitor wants to get in.
At consumer events, however, there are often no badges. Instead, each visitor gets a generic voucher (or ticket) that they hand in at the entrance. Visit Create calls this approach “ticketing”, and an event that uses it a “ticketing event”.
To use ticketing, you must:
- Design a voucher that will serve as an admission ticket. Refer to Add and configure documents for more information.
- Create a shop item with ticketing enabled. Refer to Add and edit items for more information.
When a registrant buys the shop item containing the ticket item, they receive the admission ticket voucher.